WIM

Westside Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$805K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$2.33M
3 +$1.59M
4
ADBE icon
Adobe
ADBE
+$978K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$806K

Sector Composition

1 Technology 18.88%
2 Healthcare 7.77%
3 Industrials 7.22%
4 Communication Services 6.19%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADSK icon
776
Autodesk
ADSK
$49.4B
$16.7K ﹤0.01%
58
+4
FMBH icon
777
First Mid Bancshares
FMBH
$1.13B
$16.6K ﹤0.01%
430
PTEN icon
778
Patterson-UTI
PTEN
$4.6B
$16.6K ﹤0.01%
2,568
+83
SLB icon
779
SLB Ltd
SLB
$83.3B
$16.4K ﹤0.01%
428
IAU icon
780
iShares Gold Trust
IAU
$72.3B
$16.3K ﹤0.01%
200
-20,368
IYH icon
781
iShares US Healthcare ETF
IYH
$2.81B
$16.3K ﹤0.01%
250
AOS icon
782
A.O. Smith
AOS
$7.99B
$16.3K ﹤0.01%
238
SPSM icon
783
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.3B
$16.2K ﹤0.01%
346
HII icon
784
Huntington Ingalls Industries
HII
$13.3B
$16K ﹤0.01%
46
+4
BMNR
785
BitMine Immersion Technologies
BMNR
$12.5B
$16K ﹤0.01%
574
+425
GBCI icon
786
Glacier Bancorp
GBCI
$6.05B
$16K ﹤0.01%
358
SAIL
787
SailPoint Inc
SAIL
$7.48B
$15.9K ﹤0.01%
+800
TSN icon
788
Tyson Foods
TSN
$23.5B
$15.9K ﹤0.01%
274
-191
NXST icon
789
Nexstar Media Group
NXST
$6.03B
$15.9K ﹤0.01%
76
CRWV
790
CoreWeave Inc
CRWV
$62.3B
$15.9K ﹤0.01%
+200
CNA icon
791
CNA Financial
CNA
$11.7B
$15.8K ﹤0.01%
338
PPL icon
792
PPL Corp
PPL
$26.9B
$15.8K ﹤0.01%
450
CRDO icon
793
Credo Technology Group
CRDO
$34B
$15.8K ﹤0.01%
110
ZTS icon
794
Zoetis
ZTS
$31.6B
$15.7K ﹤0.01%
125
-69
CHWY icon
795
Chewy
CHWY
$8.95B
$15.7K ﹤0.01%
475
BLDR icon
796
Builders FirstSource
BLDR
$7.91B
$15.7K ﹤0.01%
150
WIX icon
797
WIX.com
WIX
$3.07B
$15.5K ﹤0.01%
154
BSCR icon
798
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$15.5K ﹤0.01%
787
WASH icon
799
Washington Trust Bancorp
WASH
$596M
$15.5K ﹤0.01%
538
TFSL icon
800
TFS Financial
TFSL
$4.3B
$15.4K ﹤0.01%
1,134